Marlin GTX enables made to order or non-standard products to be managed by grouping individually purchased items under a single "specific cost" grouping.
Specific cost groupings represent products that are ordered as required, rather than held as fixed stock (e.g. such as brakes, engine components, batteries, etc.).
The broad product grouping is first added as a "specific cost product".
Specific products can then be added to the category by adding them to a Supplier Purchase Order) or during Journals and Journals.
Adding Specific Cost Groupings
Specific cost groupings are added through Product Maintenance.
When adding a product:
- Select Specific Cost from the Costing Method drop-down
- Enter the remaining product details as required
- Default costs and prices can be entered if required, or left blank
Individual items currently in stock can be viewed from the Items tab.
Once an item is sold, it is automatically removed from the list.
Purchasing Specific Cost Items
Specific items are added to groupings by purchasing them.
To add a specific cost item to a purchase order:
- Select the specific cost grouping using the Product picker
- Enter the specific item name in Description
- Enter the Quantity and Cost, as usual
Once a specific cost item has been used on a customer invoice, it cannot be edited.
If changes are required: a new item must be added or an existing one cloned.
Description Builder
If Description Builder is enabled, manual descriptions cannot be entered.
Instead, you will be prompted to, select a Brand and Size, and enter a Pattern to build the description from.
See the Description Builder help guide.
Adding via Journals
Specific cost items can be added using Journal Entries.
To add an item via journals:
- Click the drop-down next to Add
- Select Stock
Adding via Stocktakes
Specific cost items can also be added during Stocktakes.
To add an item via stocktake:
- Click Add Stocktake Item
- Select Add New Specific Cost Item to Stocktake List
Adding Specific Cost Products to Invoices
To add a specific cost item to an order, select the grouping using the Product picker, as usual.
Use the Outstanding Purchases pop-up that opens to select the specific product.
The New Item and Clone Item buttons at the bottom of the pop-up can also be used to add new specific cost items, if required.
See the Specific Cost Products help guide.
